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Account Manager (Pensions)

Date: 21-Sep-2021

Location: Edinburgh, GB

Company: Royal London Group

Job title: Account Manager (Pensions)

Contract type: Permanent

Location: Edinburgh

Closing date: 26th October 2021


Royal London is the largest mutual life insurance, pensions, and investment company in the UK.  Since its foundation 160 years ago, Royal London has supported millions of people to protect and provide for themselves and their families.


Our culture is welcoming, friendly, flexible and we aim to make you always feel included. We welcome applications from individuals who have taken an extended career break or those who are transitioning from different sectors.


To support this, we are always open to discussing flexible working arrangements and as we transition to hybrid working, we will discuss working patterns or locations that ensure you have the freedom to be your best. It’s what makes Royal London a great place to work.


We believe that being together some of the time will help our colleagues to feel truly connected to our Spirit of Royal London culture. Many of us value the passing conversations, social interactions and building relationships that comes from being together in the office.


Role purpose

In your role as Account Manager, you will deliver agreed new business targets from a panel of Intermediaries in a manner that satisfies all regulatory and compliance responsibilities and meets our Corporate objectives in providing a consultant lead sales approach.  You will be based within the Edinburgh AMU and will build your panel through telephone-based account management.


Key responsibilities

  • Create, maintain, and deliver a strategy plan to develop a panel of intermediaries and will deliver business objectives from a broad range of firms on the panel
  • Deliver sales presentations to Intermediaries, promoting new and existing sales opportunities whilst developing and maintaining strong business relationships with your panel.
  • Responsible for identifying and promoting new sales opportunities through various channels whilst ensuring and a smooth, efficient, and professional sales process for the customer.
  • Always comply with the Sales Process and Compliance reporting requirements, ensuring competent status is maintained and all business risks are managed and mitigated effectively and reported to line manager.


Essential Criteria

  • Excellent Communication and influencing skills both over the phone and virtually face to face.
  • Worked with Pension products and propositions and have a good market knowledge.
  • RO1, RO2 and RO4 exams or be willing to achieve these in a 24-month period.
  • Good problem solving & decision-making skills with the ability to think on your feet and create effective solutions quickly.


Desirable Criteria

  • Knowledge of our and competitor propositions and Royal London’s product ranges.


What we offer

  • We've always been proud to reward employees by offering a number of benefits such as Pensions and Protection, Performance and role-related benefits, Lifestyle and Wellbeing 
  • Our culture comes from within, or to put it another way, it comes from our people. It’s what makes Royal London a great place to work.
  • Our People Promise is something we live up to every day. We know we can rely on you, and you can expect plenty from us in return.
  • Glassdoor have again ranked as among the best places to work in the UK 


We are an equal opportunities employer. We work hard to attract the best talent for our award-winning team. We believe that embracing difference makes us stronger. Our diverse people bring us different skills – whatever their educational background, disability, gender, age, sexual orientation, race, religion, or belief.


In fact, the first pillar of our People Promise is designed to make sure you 'work somewhere inclusive'. We want to live up to this promise; it’s good for our people and good for our customers too, because our workforce should reflect our communities.